Back to GS-PD
Whalen Wealth Management Inc. → GS-PD
Whalen Wealth Management Inc. GS-PD Position History
GS-PD
Quarters held
10
Latest value
$5.2M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.8M |
| Q3 2025 | $1.3M |
| Q4 2025 | $836K |
| Q4 2025 | $3.7M |
| Q1 2026 | $884K |
| Q1 2026 | $4.9M |
| Q2 2026 | $829K |
| Q2 2026 | $5.3M |
| Q3 2026 | $736K |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 93.5K | — | — |
| Q3 2026 | $736K | 817 | — | — |
| Q2 2026 | $5.3M | 94.8K | — | — |
| Q2 2026 | $829K | 820 | — | — |
| Q1 2026 | $4.9M | 97.7K | — | — |
| Q1 2026 | $884K | 1.0K | — | — |
| Q4 2025 | $3.7M | 70.7K | — | — |
| Q4 2025 | $836K | 952 | — | — |
| Q3 2025 | $1.3M | 23.8K | — | — |
| Q3 2025 | $4.8M | 92.4K | — | — |